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THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE WASHINGTON HOME 401(K) PROFIT SHARING PLAN
Plan identification number 002

THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE WASHINGTON HOME has sponsored the creation of one or more 401k plans.

Company Name:THE WASHINGTON HOME
Employer identification number (EIN):530196647
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01CRYSTAL TOWNSEND2024-03-18
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022018-07-01
0022017-07-01
0022016-07-01NICOLE THOMPSON NICOLE THOMPSON2018-04-16
0022015-07-01TAMMY J. WOODFORK
0022015-07-01TAMMY J. WOODFORK
0022015-07-01TAMMY J. WOODFORK
0022014-07-01TAMMY J. WOODFORK
0022013-07-01KIMBERLEY BROWN
0022012-07-01KIMBERLEY BROWN KIMBERLEY BROWN2014-04-15
0022011-07-01KIMBERLEY BROWN
0022010-07-01KIMBERLEY BROWN
0022009-07-01KIMBERLEY BROWN

Plan Statistics for THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01101
Total number of active participants reported on line 7a of the Form 55002021-07-019
Number of retired or separated participants receiving benefits2021-07-017
Number of other retired or separated participants entitled to future benefits2021-07-0175
Total of all active and inactive participants2021-07-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-0193
Number of participants with account balances2021-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01144
Total number of active participants reported on line 7a of the Form 55002020-07-0111
Number of retired or separated participants receiving benefits2020-07-014
Number of other retired or separated participants entitled to future benefits2020-07-0184
Total of all active and inactive participants2020-07-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01101
Number of participants with account balances2020-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01238
Total number of active participants reported on line 7a of the Form 55002019-07-0152
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-0188
Total of all active and inactive participants2019-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01144
Number of participants with account balances2019-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01277
Total number of active participants reported on line 7a of the Form 55002018-07-0185
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-01149
Total of all active and inactive participants2018-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01238
Number of participants with account balances2018-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0112
2017: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01276
Total number of active participants reported on line 7a of the Form 55002017-07-01137
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-01137
Total of all active and inactive participants2017-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01277
Number of participants with account balances2017-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01360
Total number of active participants reported on line 7a of the Form 55002016-07-01115
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-01157
Total of all active and inactive participants2016-07-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01276
Number of participants with account balances2016-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01496
Total number of active participants reported on line 7a of the Form 55002015-07-01317
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-0140
Total of all active and inactive participants2015-07-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01360
Number of participants with account balances2015-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01410
Total number of active participants reported on line 7a of the Form 55002014-07-01457
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0133
Total of all active and inactive participants2014-07-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01496
Number of participants with account balances2014-07-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01471
Total number of active participants reported on line 7a of the Form 55002013-07-01376
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0132
Total of all active and inactive participants2013-07-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01410
Number of participants with account balances2013-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01619
Total number of active participants reported on line 7a of the Form 55002012-07-01435
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0136
Total of all active and inactive participants2012-07-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01471
Number of participants with account balances2012-07-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-018
2011: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01688
Total number of active participants reported on line 7a of the Form 55002011-07-01582
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0137
Total of all active and inactive participants2011-07-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01619
Number of participants with account balances2011-07-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2010: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01955
Total number of active participants reported on line 7a of the Form 55002010-07-01664
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0124
Total of all active and inactive participants2010-07-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01688
Number of participants with account balances2010-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0115
2009: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01817
Total number of active participants reported on line 7a of the Form 55002009-07-01733
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01222
Total of all active and inactive participants2009-07-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01955
Number of participants with account balances2009-07-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-291,313
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,301,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,247,842
Value of total corrective distributions2022-06-30$22,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$80,488
Value of total assets at end of year2022-06-30$4,512,546
Value of total assets at beginning of year2022-06-30$6,105,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$31,152
Total interest from all sources2022-06-30$16,118
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$377,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$377,098
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$80,158
Administrative expenses (other) incurred2022-06-30$31,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,593,217
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,512,546
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,105,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,353,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,871,566
Interest earned on other investments2022-06-30$16,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,158,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,234,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-765,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,247,842
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30RSM US LLP
Accountancy firm EIN2022-06-30420714325
2021 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,503,415
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,175,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,136,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$74,657
Value of total assets at end of year2021-06-30$6,105,763
Value of total assets at beginning of year2021-06-30$5,777,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$38,400
Total interest from all sources2021-06-30$37,859
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$74,657
Other income not declared elsewhere2021-06-30$305
Administrative expenses (other) incurred2021-06-30$38,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$328,177
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,105,763
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,777,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,871,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,309,886
Interest earned on other investments2021-06-30$37,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,234,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,467,700
Net investment gain/loss from pooled separate accounts2021-06-30$1,390,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,136,838
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30RSM US LLP
Accountancy firm EIN2021-06-30420714325
2020 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$431,671
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$974,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$952,176
Expenses. Certain deemed distributions of participant loans2020-06-30$9,362
Value of total corrective distributions2020-06-30$9,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$163,951
Value of total assets at end of year2020-06-30$5,777,586
Value of total assets at beginning of year2020-06-30$6,320,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,500
Total interest from all sources2020-06-30$43,542
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$162,545
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$41,447
Other income not declared elsewhere2020-06-30$377
Administrative expenses (other) incurred2020-06-30$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-542,942
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,777,586
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,320,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,309,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,706,330
Interest on participant loans2020-06-30$881
Interest earned on other investments2020-06-30$42,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,467,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,572,751
Net investment gain/loss from pooled separate accounts2020-06-30$223,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$952,176
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$599,107
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$815,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$793,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$265,328
Value of total assets at end of year2019-06-30$6,320,528
Value of total assets at beginning of year2019-06-30$6,536,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$22,195
Total interest from all sources2019-06-30$49,133
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$219,661
Participant contributions at end of year2019-06-30$41,447
Participant contributions at beginning of year2019-06-30$56,360
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$21,776
Other income not declared elsewhere2019-06-30$10,925
Administrative expenses (other) incurred2019-06-30$22,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-216,175
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,320,528
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,536,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,706,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,775,596
Interest on participant loans2019-06-30$1,997
Interest earned on other investments2019-06-30$47,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,572,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,704,747
Net investment gain/loss from pooled separate accounts2019-06-30$273,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$23,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$793,087
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$803,415
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,605,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,594,431
Expenses. Certain deemed distributions of participant loans2018-06-30$9,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$285,464
Value of total assets at end of year2018-06-30$6,536,703
Value of total assets at beginning of year2018-06-30$7,339,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,400
Total interest from all sources2018-06-30$57,884
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$239,546
Participant contributions at end of year2018-06-30$56,360
Participant contributions at beginning of year2018-06-30$105,614
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$13,553
Other income not declared elsewhere2018-06-30$182
Administrative expenses (other) incurred2018-06-30$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-802,427
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,536,703
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,339,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,775,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,926,822
Interest on participant loans2018-06-30$3,653
Interest earned on other investments2018-06-30$54,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,704,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,306,694
Net investment gain/loss from pooled separate accounts2018-06-30$459,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$32,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,594,431
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,285,159
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,510,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,501,251
Expenses. Certain deemed distributions of participant loans2017-06-30$4,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$479,923
Value of total assets at end of year2017-06-30$7,339,130
Value of total assets at beginning of year2017-06-30$7,563,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,600
Total interest from all sources2017-06-30$83,634
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$375,010
Participant contributions at end of year2017-06-30$105,614
Participant contributions at beginning of year2017-06-30$160,808
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$41,330
Other income not declared elsewhere2017-06-30$526
Administrative expenses (other) incurred2017-06-30$4,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-224,841
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,339,130
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,563,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,926,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,616,344
Interest on participant loans2017-06-30$5,816
Interest earned on other investments2017-06-30$77,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,306,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,786,819
Net investment gain/loss from pooled separate accounts2017-06-30$721,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$63,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,501,251
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$616,119
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$527,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$500,786
Expenses. Certain deemed distributions of participant loans2016-06-30$24,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$599,336
Value of total assets at end of year2016-06-30$7,563,971
Value of total assets at beginning of year2016-06-30$7,475,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,800
Total interest from all sources2016-06-30$84,890
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$523,136
Participant contributions at end of year2016-06-30$160,808
Participant contributions at beginning of year2016-06-30$154,716
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,539
Other income not declared elsewhere2016-06-30$2,216
Administrative expenses (other) incurred2016-06-30$2,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$88,211
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,563,971
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,475,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,616,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,867,388
Interest on participant loans2016-06-30$7,069
Interest earned on other investments2016-06-30$77,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,786,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,453,656
Net investment gain/loss from pooled separate accounts2016-06-30$-70,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$73,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$500,786
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$890,460
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$447,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$443,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$590,635
Value of total assets at end of year2015-06-30$7,475,760
Value of total assets at beginning of year2015-06-30$7,033,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,383
Total interest from all sources2015-06-30$76,956
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$463,439
Participant contributions at end of year2015-06-30$154,716
Participant contributions at beginning of year2015-06-30$171,990
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$46,561
Other income not declared elsewhere2015-06-30$487
Administrative expenses (other) incurred2015-06-30$4,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$442,612
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,475,760
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,033,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,867,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,549,935
Interest on participant loans2015-06-30$6,942
Interest earned on other investments2015-06-30$70,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,453,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,311,223
Net investment gain/loss from pooled separate accounts2015-06-30$222,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$80,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$443,465
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,273,742
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$821,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$807,308
Expenses. Certain deemed distributions of participant loans2014-06-30$5,526
Value of total corrective distributions2014-06-30$893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$465,539
Value of total assets at end of year2014-06-30$7,033,148
Value of total assets at beginning of year2014-06-30$6,580,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,821
Total interest from all sources2014-06-30$73,892
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$388,267
Participant contributions at end of year2014-06-30$171,990
Participant contributions at beginning of year2014-06-30$145,500
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$12,904
Other income not declared elsewhere2014-06-30$248
Administrative expenses (other) incurred2014-06-30$7,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$452,194
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,033,148
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,580,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,549,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,177,630
Interest on participant loans2014-06-30$6,966
Interest earned on other investments2014-06-30$66,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,311,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,257,824
Net investment gain/loss from pooled separate accounts2014-06-30$734,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$64,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$807,308
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MCGLADREY LLP
Accountancy firm EIN2014-06-30420714325
2013 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,139,434
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$377,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$374,276
Expenses. Certain deemed distributions of participant loans2013-06-30$1,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$587,352
Value of total assets at end of year2013-06-30$6,580,954
Value of total assets at beginning of year2013-06-30$5,818,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,150
Total interest from all sources2013-06-30$71,387
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$430,753
Participant contributions at end of year2013-06-30$145,500
Participant contributions at beginning of year2013-06-30$162,510
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$82,668
Other income not declared elsewhere2013-06-30$509
Administrative expenses (other) incurred2013-06-30$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$761,972
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,580,954
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,818,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,177,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,475,635
Interest on participant loans2013-06-30$7,262
Interest earned on other investments2013-06-30$64,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,257,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,180,837
Net investment gain/loss from pooled separate accounts2013-06-30$480,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$73,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$374,276
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$490,612
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$730,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$717,421
Expenses. Certain deemed distributions of participant loans2012-06-30$11,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$460,925
Value of total assets at end of year2012-06-30$5,818,982
Value of total assets at beginning of year2012-06-30$6,059,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,325
Total interest from all sources2012-06-30$70,816
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$393,984
Participant contributions at end of year2012-06-30$162,510
Participant contributions at beginning of year2012-06-30$156,469
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$746
Other income not declared elsewhere2012-06-30$231
Administrative expenses (other) incurred2012-06-30$2,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-240,331
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,818,982
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,059,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,475,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,812,772
Interest on participant loans2012-06-30$6,741
Interest earned on other investments2012-06-30$64,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,180,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,090,072
Net investment gain/loss from pooled separate accounts2012-06-30$-41,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$66,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$717,421
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,515,672
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,677,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,667,284
Expenses. Certain deemed distributions of participant loans2011-06-30$7,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$620,891
Value of total assets at end of year2011-06-30$6,059,313
Value of total assets at beginning of year2011-06-30$6,221,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,300
Total interest from all sources2011-06-30$74,435
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$510,787
Participant contributions at end of year2011-06-30$156,469
Participant contributions at beginning of year2011-06-30$213,922
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$27,971
Other income not declared elsewhere2011-06-30$990
Administrative expenses (other) incurred2011-06-30$2,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-161,873
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,059,313
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,221,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,812,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,602,534
Interest on participant loans2011-06-30$8,047
Interest earned on other investments2011-06-30$66,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,090,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,404,730
Net investment gain/loss from pooled separate accounts2011-06-30$819,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$82,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,667,284
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGLADREY LLP
Accountancy firm EIN2011-06-30420714325

Form 5500 Responses for THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN

2021: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE WASHINGTON HOME 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 2
Insurance contract or identification numberPHX365
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,273
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,273
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1765
Policy instance 1
Insurance contract or identification numberDH1765
Number of Individuals Covered93
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,381
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered101
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $14,998
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,998
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered144
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $14,894
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,894
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered238
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $15,729
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,729
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered277
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $17,045
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered360
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $18,179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,179
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered496
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $17,678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,678
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered410
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $16,509
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,509
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered471
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $14,938
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,938
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered619
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $14,185
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX365
Policy instance 1
Insurance contract or identification numberPHX365
Number of Individuals Covered688
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $13,832
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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